Gina
Gonzalez

Fidelity Personal And Workplace Advisors

CRD#5681506
Investment Advisor
in Boston, MA

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About this Advisor

Gina Gonzalez is a certified financial planner who works out of Boston, Massachusetts, who has 10 years of work experience. Gonzalez is an advisor for Fidelity Personal And Workplace Advisors. Over the course of their career, Gonzalez has held roles at Edward Jones, Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Gonzalez holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida and Texas. Fidelity Personal And Workplace Advisors is an advisory business headquartered in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,722 employees. It manages $338 billion in assets under management across its 914,878 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises eight charities and foundations. Of its 914,878 client accounts, 24% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees typically are based on which service is provided. Fees charged by Fidelity Personal And Workplace Advisors most likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

Yes

Office Location

245 Summer Street, V2A
Boston, MA 02210

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$338,001,104,173

MA Average: $16,012,751,954
Total Number of Employees

6,722

MA Average: 118
Total Number of Accounts

914,878

MA Average: 4,567
Average Account Size

$369,449

MA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Gina Gonzalez Work History

Gina has 11 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2017 - Present (3 years)

Fidelity Brokerage Services LLC

2010 - 2017 (7 years)

Usaa Financial Advisors, Inc

2010 - 2017 (7 years)

Usaa Financial Planning Services

2009 - 2010 (1 year)

Edward Jones

Disclosures

Gina Gonzalez has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Eric Callahan
Boston, MA
David Motola
Boston, MA
Joshua Hardtke
Boston, MA
Hedy Zahran
Bridgewater, NJ
Andrew Bonner
Englewood, CO
Michael Bechard
Latonia, KY
Cara Christous
Boston, MA
Cole Bridges
Boston, MA

This content was compiled from the SEC and FINRA.

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